SHUTTLEWORTH & Co
All 13F Filings
- Location
- Powell, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 109,351
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 59 | 109,351 | 13F-HR | SHUTTLEWORTH & Co |
| Q3 2025 | 11/17/2025 | 63 | 110,217 | 13F-HR | SHUTTLEWORTH & Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 94.64 K | 86.5% | 0 | 1.24 K | -1.24 K |
| ETFs | 14.01 K | 12.8% | 275 | 0 | 275 |
| Debt | 704 | 0.6% | 102 | 0 | 102 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
109,351
Holdings
59
QoQ value change ($000)
-866
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.